Jaqua & Wheatley PC.
Plan context: Jaqua & Wheatley PC. 401K Profit Sharing Plan
EIN 93-0989741 • 4 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
15
2002 Assets
$496,860
2002 Contributions
$51,367
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2002 | 1 | 15 | $496,860 | $51,367 | $3,424iApproximate average salary by contribution assumption: employee only about $85,612 at 4% or $57,074 at 6%; with 50% employer match about $57,074 at 4% or $38,050 at 6%; with 100% employer match about $42,806 at 4% or $28,537 at 6%. |
| Jaqua & Wheatley PC. 401K Profit Sharing Plan | - | 15 | $496,860 | $51,367 | $3,424iApproximate average salary by contribution assumption: employee only about $85,612 at 4% or $57,074 at 6%; with 50% employer match about $57,074 at 4% or $38,050 at 6%; with 100% employer match about $42,806 at 4% or $28,537 at 6%. |
| 2001 | 1 | 11 | $663,041 | $69,071 | $6,279iApproximate average salary by contribution assumption: employee only about $156,980 at 4% or $104,653 at 6%; with 50% employer match about $104,653 at 4% or $69,769 at 6%; with 100% employer match about $78,490 at 4% or $52,327 at 6%. |
| Jaqua & Wheatley PC. 401K Profit Sharing Plan | - | 11 | $663,041 | $69,071 | $6,279iApproximate average salary by contribution assumption: employee only about $156,980 at 4% or $104,653 at 6%; with 50% employer match about $104,653 at 4% or $69,769 at 6%; with 100% employer match about $78,490 at 4% or $52,327 at 6%. |
| 2000 | 1 | 12 | $0 | $0 | - |
| Jaqua & Wheatley PC. 401K Profit Sharing Plan | - | 12 | - | - | - |
| 1999 | 1 | 17 | $770,543 | $101,703 | $5,983iApproximate average salary by contribution assumption: employee only about $149,563 at 4% or $99,709 at 6%; with 50% employer match about $99,709 at 4% or $66,473 at 6%; with 100% employer match about $74,782 at 4% or $49,854 at 6%. |
| Jaqua & Wheatley PC. 401K Profit Sharing Plan | - | 17 | $770,543 | $101,703 | $5,983iApproximate average salary by contribution assumption: employee only about $149,563 at 4% or $99,709 at 6%; with 50% employer match about $99,709 at 4% or $66,473 at 6%; with 100% employer match about $74,782 at 4% or $49,854 at 6%. |